Financial Planning - Sofcorp Financial
Services Pty Ltd
We see Financial Planning as a journey. From the early years
when borrowings are high and savings must be carefully planned, through
the accumulation years when debt levels reduce and savings capacity increases
and finally into the retirement years when careful planning from the previous
phases bears the fruit of financial security.
The need for quality financial advice has never been greater.
Evolving financial markets and regulatory regimes means
more investment alternatives and clients need a financial planner that
combines expertise with quality advice and service. We strive to provide
integrated financial solutions, proactive advice and service in all facets
of financial planning.
Our detailed knowledge of the taxation laws also ensures
your finances are structured in the most tax effective and secure manner.
Financial planning involves formulating a strategy tailored specifically
to your financial needs and resources taking into account your age, lifestyle,
investment experience, risk profile and investment time horizon.
Our aim is to assist you to secure and build your financial
future. The process involves a series of meetings and discussions where
our financial planners take you carefully through each step of the process:
1. Fact Finding (Information Gathering)
2. Preparation of a Financial Plan (Statement of Advice)
3. Meeting to Discuss the Financial Plan
4. Plan Implementation
Our commitment to your financial security goes well beyond
the initial financial plan. It is important not to ‘set and forget’
so as your needs and circumstances change, we adjust the original strategic
recommendations to accommodate the changes in your life.
In consultation with you, we will regularly review the performance
of your investments and make recommendations based on current trends,
changes in laws and your circumstances. The regularity of periodic reviews
will be agreed with you depending on your particular needs and circumstances.
Financial Planning is not only for wealthy pre-retirees.
It can help anyone, no matter what their stage in life.
Our Financial Planning Services, can offer the practical
tools and long-term strategies to help you achieve your financial goals.
The optimum retirement plan for each client addresses their personal,
family and estate planning goals. Our expertise enables us to help clients
achieve these goals in a tax effective manner.
Our aim? To work with you to define and reach your objectives, throughout
Wealth creation is all about building financial security
now so you can focus on enjoying your lifestyle in the future. Choosing
where and how to invest your money is a difficult decision and will depend
on many factors including your overall investment objectives, approach
to investment risk and the amount of time you have to invest.
Planning for retirement is one of life’s most important
financial considerations. After all, the actions taken today will determine
how comfortable life will be in the future.
Superannuation is perhaps the most popular way to
save for retirement. Put simply, contributing to superannuation allows
you to put aside money during your working life to use when you retire.
With recent Government reforms to super, it’s now one of the most
tax-effective long-term retirement savings vehicles available.
Terry Sofra, Tracey Sofra, Glenn Trickey and Sofcorp Financial
Services Pty Ltd are Authorised Representatives of Consultum
Financial Advisers Pty Ltd, ABN 65 006 373 995 AFSL 230323.
Click to download